Our Team

Frank Cangelosi, Jr | President & CEO

Frank has had a wonderful career as a wealth manager spanning almost two decades. He has helped families in guiding them to an understanding of the importance of saving on a regular basis, with the use of sound, prudent investment vehicles. Frank believes that each client deserves his highest level of professionalism, accountability, and integrity.

During this time, Frank has also trained numerous wealth planners in developing broad-based financial strategies to meet their clients’ financial needs. 

He is a strong advocate of realizing that wealth planning is an ongoing process affected by market conditions and various stages of a client’s life.  Mindful of this, Frank consistently takes advantage of market strength and weakness, viewing these as opportunities to review client portfolios for wealth growth as well as wealth preservation.

Frank has been an independent wealth manager his entire career. He has held many executive positions and has won prestigious awards, most recently the 2006 and 2007 top awards at the Genworth Financial Investment Services Convention.

Frank is humbled each year when he attends the national convention.  Investment planners from many states approach him and say, if it weren’t for him, they would not be in the financial industry. Frank commented, “The gratitude and respect they show me truly makes me realize the impact I have had on many representatives and their respective clients’ lives.  To say the least, it makes me very proud of my achievements as a financial professional in our industry.”

Frank married his wife Deborah in 1997 and they have three beautiful daughters.  Frank is a lifelong New Jersey native, and he is very proud of it.

The only place I want to be when I am not running my financial services practice is with my family. They are my world.

Frank’s professional registrations include:
General Securities Principal Series 24
Series 65
Series 7
Series 6
Series 63
Life Insurance License
Mortgage License

 

Email Mr. Cangelosi at Frank.Cangelosi@ceterafs.com


Marisa P. Distefano | Insurance Division

Marisa has worked in the financial services industry since 2001.  During this time, she has been affiliated with Frank Cangelosi, Jr. and Financial Foundations Group.  Before making this career change, she was employed with Barnes & Noble Booksellers as a store manager in Nanuet, New York, and Paramus, New Jersey.

In 2007, Marisa became a licensed life and health insurance producer in New Jersey.  It was in this same year that Marisa’s husband, Tom, suffered and came through a major health scare, which took him months to recover fully.  Witnessing this, first hand, she realized the need of families to plan for the unthinkable and ensure that their hard-earned assets and lives are properly protected.  Key to protecting a family and business against sudden financial loss is insurance. 

By securing her insurance licenses, Financial Foundations Group has yet another professional to help their clients with any insurance matter on a daily basis. Marisa is continuously upping the professional bar she has set for herself which in turn benefits the clients at Financial Foundations Group.

Marisa has become a valuable resource for individuals, families, and small business owners.  Marisa works with clients to find risk management solutions suited to their specific insurance needs, fulfilling the mission of Financial Foundations Group which is, helping our clients build a secure tomorrow-step by step.

Marisa lives in Fair Lawn, NJ with her husband and their two boys.  Marisa’s passion is attending her boys’ sporting events with her husband Tom. 

Marisa’s professional licenses include:
Series 6
Life and Health Insurance Producer License, New Jersey 2006.

 

 

B.A. Rutgers College, Rutgers University, New Brunswick, New Jersey 1988.



 674 Lafayette Avenue , Hawthorne, NJ 07506
Phone: (973) 427-2555    Fax: (973) 427-5263   Email: frank.cangelosi@ceterafs.com

 

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative or investment adviser representative referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

Following are the states in which Frank Cangelosi Jr. is registered to sell securities: AZ, CA, CT, FL, NJ, NY

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